{"id":3129,"date":"2022-11-10T21:36:57","date_gmt":"2022-11-10T20:36:57","guid":{"rendered":"https:\/\/www.rentila.pt\/support\/?p=3129"},"modified":"2024-10-29T19:34:18","modified_gmt":"2024-10-29T18:34:18","slug":"reconciliacao-bancaria-e-importacao-de-transacoes-de-conta","status":"publish","type":"post","link":"https:\/\/www.rentila.pt\/support\/archives\/3129","title":{"rendered":"Reconcilia\u00e7\u00e3o banc\u00e1ria e importa\u00e7\u00e3o de transa\u00e7\u00f5es de conta"},"content":{"rendered":"

Esta se\u00e7\u00e3o permite sincronizar e importar uma conta banc\u00e1ria.<\/p>\n

Sincroniza\u00e7\u00e3o autom\u00e1tica de contas banc\u00e1rias<\/h3>\n

Esta sec\u00e7\u00e3o do software oferece-lhe a possibilidade de sincronizar e importar automaticamente uma conta banc\u00e1ria e transa\u00e7\u00f5es.<\/p>\n

Eis como proceder:<\/p>\n

    \n
  1. V\u00e1 at\u00e9 \u00e0 sec\u00e7\u00e3o Finan\u00e7as, Importa\u00e7\u00e3o Banc\u00e1ria. Clique no bot\u00e3o Nova importa\u00e7\u00e3o ou Nova sincroniza\u00e7\u00e3o.<\/li>\n
  2. Selecione o propriet\u00e1rio, o banco e o per\u00edodo de sincroniza\u00e7\u00e3o (30, 60 ou 90 dias).<\/li>\n
  3. Ser\u00e1 redirecionado para uma nova p\u00e1gina para inserir seus dados banc\u00e1rios e fazer login na sua conta.<\/li>\n
  4. Siga as instru\u00e7\u00f5es e selecione as contas que deseja sincronizar e validar.<\/span><\/li>\n
  5. Pode gerir as contas conectadas<\/span> na sec\u00e7\u00e3o <\/span>Contas<\/span>.<\/span><\/li>\n
  6. As transa\u00e7\u00f5es das contas ligadas s\u00e3o importadas para a sec\u00e7\u00e3o \u201cTransa\u00e7\u00f5es\u201d.<\/li>\n<\/ol>\n

    Registo de transa\u00e7\u00f5es<\/h3>\n

    O site recupera diariamente as transa\u00e7\u00f5es, que poder\u00e1 encontrar na sec\u00e7\u00e3o \u201cTransa\u00e7\u00f5es\u201d.<\/p>\n

    Em caso de correspond\u00eancia, ver\u00e1 um indicador \u00e0 direita com o n\u00famero de correspond\u00eancias.<\/p>\n

      \n
    • Um indicador verde 1<\/span> para correspond\u00eancias exatas.<\/li>\n
    • Um indicador laranja 1<\/span> para correspond\u00eancias parciais.<\/li>\n
    • Um indicador cinzento 0<\/span> se n\u00e3o houver correspond\u00eancia.<\/li>\n<\/ul>\n

      Uma correspond\u00eancia \u00e9 considerada exata quando o montante, as datas e uma palavra-chave da transa\u00e7\u00e3o importada correspondem a uma linha existente nas Finan\u00e7as.<\/p>\n

      Reconcilia\u00e7\u00e3o manual<\/strong><\/h4>\n

      Ap\u00f3s a importa\u00e7\u00e3o, \u00e9 poss\u00edvel reconciliar manualmente as entradas e adicion\u00e1-las \u00e0 sec\u00e7\u00e3o Finan\u00e7as, executando um dos seguintes procedimentos:<\/p>\n

        \n
      • Registar um pagamento para uma linha existente;<\/li>\n
      • Adicionar uma nova linha em \u201cFinan\u00e7as\u201d.<\/li>\n<\/ul>\n

        Quando se confirma e adiciona uma transa\u00e7\u00e3o nas Finan\u00e7as, aparece um indicador J\u00e1 adicionado<\/span>. Em caso de erro, tem a possibilidade de anular as transa\u00e7\u00f5es que j\u00e1 foram reconciliadas, para as refazer.<\/p>\n

        Reconcilia\u00e7\u00e3o autom\u00e1tica<\/strong><\/h4>\n

        Quando \u00e9 encontrada uma correspond\u00eancia exata para a renda n\u00e3o paga, o sistema associa automaticamente a transa\u00e7\u00e3o e marca a renda como paga. Por exemplo, se a renda de janeiro do Rui, no valor de 500 euros, n\u00e3o tiver sido paga e importar uma transa\u00e7\u00e3o de 5 de janeiro no valor de 500 euros com a descri\u00e7\u00e3o \u201cPAGAMENTO RUI SINTRA\u201d, a renda ser\u00e1 automaticamente considerada como paga e a transa\u00e7\u00e3o associada a essa mesma renda.<\/p>\n

        Quando a renda \u00e9 automaticamente reconciliada e registada como paga, o software tamb\u00e9m envia uma notifica\u00e7\u00e3o por e-mail ao senhorio.<\/p>\n

        Conta desconectada<\/h3>\n

        Ocasionalmente, a sincroniza\u00e7\u00e3o pode parar.<\/p>\n

        Por raz\u00f5es de seguran\u00e7a, pode ser necess\u00e1rio identificar-se novamente e voltar a ligar a sua conta de tr\u00eas em tr\u00eas meses. Isto depende do banco.<\/p>\n

        Tamb\u00e9m pode apagar as contas e a liga\u00e7\u00e3o e depois voltar a cri\u00e1-las.<\/p>\n

        \n

        Desconex\u00f5es de conta frequentes!<\/span><\/p>\n

        Em alguns bancos, \u00e9 poss\u00edvel alterar a frequ\u00eancia da autentica\u00e7\u00e3o forte no espa\u00e7o banc\u00e1rio. Basta defini-lo para \u201c90 dias\u201d.<\/p>\n

        Se for necess\u00e1ria uma autentica\u00e7\u00e3o forte sistem\u00e1tica, \u00e9 aconselh\u00e1vel verificar com o seu banco se esta pode ser desativada.<\/p>\n<\/div>\n

        Apagar uma conta sincronizada<\/h3>\n

        Pode eliminar contas ligadas a partir da sec\u00e7\u00e3o \u201cContas\u201d utilizando as a\u00e7\u00f5es \u00e0 direita.<\/p>\n

        Quando se elimina uma conta, o sistema elimina tamb\u00e9m as transa\u00e7\u00f5es.<\/p>\n

        Importa\u00e7\u00e3o manual<\/h3>\n

        Esta sec\u00e7\u00e3o permite-lhe importar um extrato banc\u00e1rio em formato QIF ou OFX e proceder \u00e0 reconcilia\u00e7\u00e3o.<\/p>\n

          \n
        1. Descarregue o ficheiro fornecido pelo seu banco (em formato QIF ou OFX).<\/li>\n
        2. Clique no bot\u00e3o \u201cNova importa\u00e7\u00e3o\u201d ou \u201cNova importa\u00e7\u00e3o manual\u201d.<\/li>\n
        3. Importe o ficheiro para o Rentila.<\/li>\n<\/ol>\n

          Ap\u00f3s a importa\u00e7\u00e3o, \u00e9 poss\u00edvel reconciliar as entradas. \u00c9 necess\u00e1rio verificar os dados, selecionar o tipo de entrada, se necess\u00e1rio, e validar.<\/p>\n","protected":false},"excerpt":{"rendered":"

          Esta se\u00e7\u00e3o permite sincronizar e importar uma conta banc\u00e1ria. Sincroniza\u00e7\u00e3o autom\u00e1tica de contas banc\u00e1rias Esta sec\u00e7\u00e3o do software oferece-lhe a possibilidade de sincronizar e importar automaticamente uma conta banc\u00e1ria e transa\u00e7\u00f5es. Eis como proceder: V\u00e1 at\u00e9 \u00e0 sec\u00e7\u00e3o Finan\u00e7as, Importa\u00e7\u00e3o Banc\u00e1ria. Clique no bot\u00e3o Nova importa\u00e7\u00e3o ou Nova sincroniza\u00e7\u00e3o. Selecione o propriet\u00e1rio, o banco e<\/p>\n","protected":false},"author":1001003,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9,175],"tags":[163,176],"class_list":["post-3129","post","type-post","status-publish","format-standard","hentry","category-finance","category-bank-import","tag-financas","tag-importacao-bancaria"],"yoast_head":"\nReconcilia\u00e7\u00e3o banc\u00e1ria e importa\u00e7\u00e3o de transa\u00e7\u00f5es de conta<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rentila.pt\/support\/archives\/3129\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Reconcilia\u00e7\u00e3o banc\u00e1ria e importa\u00e7\u00e3o de transa\u00e7\u00f5es de conta\" \/>\n<meta property=\"og:description\" content=\"Esta se\u00e7\u00e3o permite sincronizar e importar uma conta banc\u00e1ria. Sincroniza\u00e7\u00e3o autom\u00e1tica de contas banc\u00e1rias Esta sec\u00e7\u00e3o do software oferece-lhe a possibilidade de sincronizar e importar automaticamente uma conta banc\u00e1ria e transa\u00e7\u00f5es. Eis como proceder: V\u00e1 at\u00e9 \u00e0 sec\u00e7\u00e3o Finan\u00e7as, Importa\u00e7\u00e3o Banc\u00e1ria. Clique no bot\u00e3o Nova importa\u00e7\u00e3o ou Nova sincroniza\u00e7\u00e3o. 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